See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,991 | $77,503+44.5% | $100,391+11.6% | $80,856+38.5% |
| Participation rate | 88.5% | 76.9%+11.5pp | 81.5%+7.0pp | 67.6%+20.8pp |
| Annual return | 17.67% | 37.20%-19.5pp | 49.20%-31.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $4,182 | $2,801+49.3% | $3,942+6.1% | $2,755+51.8% |
| Participant deferral / active EE | $8,014 | $6,820+17.5% | $8,082-0.8% | $4,296+86.6% |
| Admin fee / account holder | $1,024 | $5,897-82.6% | $7,899-87.0% | $6,918-85.2% |